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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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MARKET RESEARCH
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Current Gold Price Pattern Suggests a Breakout is Coming
April 09, 2024
Tickers
GOLD
PHYS
SGDM
Tags
Gold
Gold/Silver/Critical Minerals Channel
PHYS
From
ETF Trends
More Countries Repatriating Gold Amid Geopolitical Tensions
March 25, 2024
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
SGDM
From
ETF Trends
Gold Investors Should Own These ETFs, Says Bank Of America: Why Analysts Expect Gold Spike To $2,600
March 21, 2024
Tickers
GDX
GDXJ
GLD
GLDM
Tags
IAUM
mining
gold stocks
From
Benzinga
Gold Breaks Above $2,110, Inches Closer To Record High, With Rallying Mining Stocks
March 04, 2024
Tickers
CDE
ECON
EGO
GDX
Tags
Gold
LUG
Federal Reserve
From
Benzinga
Retreating Dollar Puts Gold Back in the Spotlight
February 26, 2024
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Gold
SGDJ
From
ETF Trends
EXCLUSIVE: Value Investor Is 'Very Happy To Take Advantage' Of Top Gold Miner At Historical Discount
February 15, 2024
Tickers
GDMN
GDX
GOLD
IYM
Tags
Analyst Ratings
NANR
GDMN
From
Benzinga
Why Was 2023 Such a Good Year for Gold?
January 18, 2024
Tickers
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Gold ETFs
SGDJ
From
ETF Trends
Gold Dips in the Short Term, But Still Appealing Long Term
January 08, 2024
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
Gold
SGDJ
From
ETF Trends
Uranium, Gold Could Dominate 2024 Commodities Market
January 05, 2024
Tickers
GOLD
PHYS
SGDM
URNJ
Tags
URNM
Uranium
Gold
From
ETF Trends
Investors Continue to Purchase Gold as 2023 Winds Down
December 22, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold Miners
gold/silver/critical minerals channel
SGDJ
From
ETF Trends
Why Advisors Should Keep Their Eyes on Gold in 2024
December 21, 2023
Tickers
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
SGDJ
SGDM
From
ETF Trends
Despite Record Highs, Gold Rally Could Be in Early Stages
December 11, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
PHYS
SGDM
Sprott
From
ETF Trends
Bullish Sentiment for Gold Remains as Prices Continue Rising
December 06, 2023
Tickers
GOLD
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Gold
gold mining
From
ETF Trends
Gold just hit a record high. Is it too late for investors to add it to portfolios?
December 06, 2023
Tickers
BAR
GLD
PHYS
SGDM
Tags
SGDLX
SGDM
GC00
From
MarketWatch
Decreasing Inflation Shouldn’t Stifle Gold Prices, Says Strategist
November 27, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Gold Miners
SGDJ
From
ETF Trends
Technical Analytics and Fundamentals Look Bullish for Gold
November 21, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Sprott
PHYS
gold miner
From
ETF Trends
Gold Fever Hits Costco Stores as Safe Haven Demand Rises
November 07, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Sprott
SGDM
PHYS
From
ETF Trends
October’s Gold Rally Pushes the Metal Past Stocks
October 30, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
SGDM
From
ETF Trends
Safe Haven Demand Should Keep Gold Elevated Through 2023
October 26, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
SGDM
PHYS
From
ETF Trends
Gold’s Rally Spreads Into Gold Miner ETFs
October 23, 2023
Tickers
SGDJ
SGDM
Tags
SGDM
Sprott
gold/silver/critical mineral channel
From
ETF Trends
Top Performing ETFs: Gold ETFs Lead Once More
October 17, 2023
Tickers
EGPT
EPOL
GDMN
PAK
Tags
EPOL
VanEck
EGPT
From
ETF Trends
Now May Be the Right Time to Buy Into Gold
October 17, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Gold
gold/silver/critical minerals channel
Sprott
From
ETF Trends
Gold Bulls Hanging on Fed Chair’s Word of Eventual Rate Cuts
September 25, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
SGDM
PHYS
From
ETF Trends
Gold Remains Steady Despite Higher Inflation Number
September 15, 2023
Tickers
GOLD
PHYS
SGDM
Tags
SGDM
Gold
gold & silver investing channel
From
ETF Trends
Gold Exposure Has Increased to Highest Level in Over a Decade
September 11, 2023
Tickers
GOLD
PHYS
SGDM
Tags
PHYS
Gold/Silver/Critical Minerals Channel
Miners
From
ETF Trends
As Summer Turns into Fall, Gold Prices Could Start Rallying
September 05, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
PHYS
SGDM
SESG
From
ETF Trends
Central Bank Selling Isn’t Fazing Gold as Futures Rise in July
August 03, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
gold & silver investing channel
futures
Gold
From
ETF Trends
Consider a Pair of Mining Options as Gold, Uranium Show Upside
July 31, 2023
Tickers
GOLD
SGDM
URNM
Tags
gold/silver/critical minerals channel
Sprott
Gold
From
ETF Trends
Gold Mining Sector Turns Bearish Following Economic Data: This ETF Offers Exposure When Gold Rebounds
July 27, 2023
Tickers
AEM
FNV
GOLD
SGDM
Tags
AEM
Long Ideas
SGDM
From
Benzinga
Lithium and Gold Performed Admirably in the First Half of 2023
July 20, 2023
Tickers
GOLD
LITP
SGDM
Tags
Gold
gold & silver investing channel
SGDM
From
ETF Trends
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